LBMC Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
6,980
-900
| -11% | -$41.7K | 0.02% | 163 |
|
|
2025
Q1 | $481K | Sell |
7,880
-5
| -0.1% | -$305 | 0.04% | 121 |
|
|
2024
Q4 | $446K | Sell |
7,885
-119
| -1% | -$6.73K | 0.04% | 125 |
|
|
2024
Q3 | $414K | Buy |
8,004
+6
| +0.1% | +$310 | 0.03% | 125 |
|
|
2024
Q2 | $332K | Buy |
7,998
+6
| +0.1% | +$249 | 0.03% | 133 |
|
|
2024
Q1 | $433K | Buy |
7,992
+618
| +8% | +$33.5K | 0.04% | 112 |
|
|
2023
Q4 | $378K | Sell |
7,374
-117
| -2% | -$6K | 0.04% | 108 |
|
|
2023
Q3 | $429K | Sell |
7,491
-3
| -0% | -$172 | 0.05% | 101 |
|
|
2023
Q2 | $479K | Buy |
7,494
+10
| +0.1% | +$639 | 0.05% | 100 |
|
|
2023
Q1 | $519K | Buy |
7,484
+9
| +0.1% | +$624 | 0.05% | 94 |
|
|
2022
Q4 | $538K | Buy |
7,475
+8
| +0.1% | +$576 | 0.06% | 87 |
|
|
2022
Q3 | $531K | Buy |
7,467
+3
| +0% | +$213 | 0.06% | 78 |
|
|
2022
Q2 | $575K | Buy |
7,464
+3
| +0% | +$231 | 0.06% | 75 |
|
|
2022
Q1 | $545K | Buy |
7,461
+4
| +0.1% | +$292 | 0.05% | 88 |
|
|
2021
Q4 | $465K | Buy |
7,457
+6
| +0.1% | +$374 | 0.04% | 99 |
|
|
2021
Q3 | $453 | Hold |
7,451
| – | – | 0.04% | 93 |
|
|
2021
Q2 | $498K | Buy |
7,451
+1,203
| +19% | +$80.4K | 0.05% | 91 |
|
|
2021
Q1 | $394K | Sell |
6,248
-160
| -2% | -$10.1K | 0.04% | 95 |
|
|
2020
Q4 | $398K | Buy |
6,408
+100
| +2% | +$6.21K | 0.05% | 86 |
|
|
2020
Q3 | $380K | Buy |
6,308
+3
| +0% | +$181 | 0.05% | 82 |
|
|
2020
Q2 | $371K | Sell |
6,305
-32
| -0.5% | -$1.88K | 0.06% | 69 |
|
|
2020
Q1 | $353K | Buy |
6,337
+37
| +0.6% | +$2.06K | 0.07% | 61 |
|
|
2019
Q4 | $404K | Buy |
6,300
+3
| +0% | +$192 | 0.06% | 64 |
|
|
2019
Q3 | $319K | Buy |
6,297
+4
| +0.1% | +$203 | 0.05% | 71 |
|
|
2019
Q2 | $285K | Buy |
6,293
+3
| +0% | +$136 | 0.04% | 77 |
|
|
2019
Q1 | $300K | Sell |
6,290
-64
| -1% | -$3.05K | 0.05% | 73 |
|
|
2018
Q4 | $330K | Sell |
6,354
-63
| -1% | -$3.27K | 0.06% | 65 |
|
|
2018
Q3 | $398K | Buy |
6,417
+8
| +0.1% | +$496 | 0.06% | 68 |
|
|
2018
Q2 | $355K | Buy |
6,409
+208
| +3% | +$11.5K | 0.06% | 73 |
|
|
2018
Q1 | $392K | Sell |
6,201
-424
| -6% | -$26.8K | 0.07% | 61 |
|
|
2017
Q4 | $406K | Buy |
+6,625
| New | +$406K | 0.07% | 60 |
|